Maintain Address History

Displays summary information of the producer record currently open for review and/or updating.

Fields and controls in the Record Summary section include the following:

• Search Producer: Click the link to start a new search for a producer record. For more information, see Searching for Records.
• [Producer Name]: Displays the name of the individual or firm producer whose record currently is open in theReview/Update Producerpage. An icon to the left of the producer name signifies the producer's entity type, either individual () or firm ().Click the producer name link to refresh the producer record that is currently open in the Review/Update Producer page or to re-open the producer's record in the Review/Update Producer page from any other page in the system.
• Rating: If a producer has been assigned a productivity rating (no stars, meaning “not rated;” one star, “poor;” two stars, “satisfactory;” three stars, “good;” four stars, “outstanding;” or the symbol signifying a “Do Not Contract” alert), the display-only rating will appear to the right of the producer’s name.
• SSN: Individual producers only. Displays an individual producer's Social Security Number. The Social Security Number can be set per security role to mask the first five digits and display only the last four digits. For more information, see Maintain Security Role.
• EIN: Firm producers only. Displays a firm producer's Federal Employer Identification Number.
• External System ID: Displays the producer's identifier code in the external system that has been Vertafore-configured as your company's "preferred" system. For more information, see External System IDs, Configuration Options, and Advanced Producer Search.
• Active BU: Displays the short name of the business units to which a producer is actively assigned (sorted alphabetically). To expand the field to display all active business units, click the node ().
• NPN: Displays a producer's unique National Producer Number, assigned by the National Insurance Producer Registry (NIPR).
• Resident State/License: Displays the codes of the states that a producer claims as a resident state for licensing purposes (sorted alphabetically) and the producer's license numbers in those states. Includes active or inactive licenses. To expand the field to display all resident states and license numbers, click the node ().
• Additional States/Licenses: Displays the codes of the states in which the producer holds non-resident licenses (sorted alphabetically) and the license numbers in those states. Includes active or inactive licenses. To expand the field to display all resident states and license numbers, click the node ().
• Producer Contracting Workflow: If your company uses the onboarding and maintenance transaction component of the Sircon Platform, Producer Express, and a producer currently is associated with a request record in Producer Express, you can click the number in the field to launch Producer Express and view or work with the request record. (For more information, see the Sircon Producer Express Online Help.)
• Missing Required Information Alert: Displays an alert that the producer record lacks information that has been configured to be required in your company's deployment of the Sircon Platform. A producer record deficient of required information is considered "incomplete," and appointment or termination requests may not be submitted for the producer until the deficiency is corrected. Review the Quick Links box to identify and correct the specific details sections in the record with missing required information. For more information, see Configuration Options.
• CE Compliance: Display-only indication of a producer’s unfulfilled continuing education requirements. Indication will not appear if producer is current with continuing education requirements. Available by Vertafore configuration only; for more information, seeConfiguration Options.

Displays a table listing historical address information for the selected address type.

Fields and controls include the following:

• Add New Address History: Click to activate the edit fields in the Add/Update[AddressType]Address History section, where you can add a new historical address for the selected address type to the selected producer record.

• Delete checkbox: For each historical address listed, click to checkmark the checkbox to select the historical address for deleting from the selected producer's record. Click the Delete button to complete the operation.

• Address Type: For each historical address listed, displays its address type.

• Business Unit: For each historical address listed, displays the business unit with which it is associated.
• Line One: For each historical address listed, displays its first address line.
• Line Two: For each historical address listed, displays its second address line.
• City: For each historical address listed, displays its city name.
• State: For each historical address listed, displays its state name
• Postal Code: For each historical address listed, displays its postal or ZIP code.
• Province: For each Canadian historical address listed, displays its province name.
• Country: For each international historical address listed, displays its country name.
• Edit (): For each historical address listed, click to move its information to the edit fields in the Add/Update[AddressType]Address History section.

Offers edit fields for adding new historical address information or updating existing historical address information for a specific address type.

Fields and controls include the following:

• Begin Date: Enter the date on which the historical address became effective for the selected address type. Use the mmddyyyy date format. Or, click the Calendar button () to open a popup calendar from which you can click to select a date. Must be after the current date.

• Line One: Required.Enter a street address or first line of historical address information. Maximum 40 characters.

• Line Two: Enter a second line ofhistorical address information. Maximum 40 characters.

• Line Three:Enter a third line of historical address information. Maximum 40 characters.

• City:Required. Enter the city name of thehistorical address information. Maximum 25 alphabetic characters.

• State:Required. From the dropdown menu, select the state name of thehistorical address information.

• Postal Code:Required. Enter a postal or ZIP code for the historical address information. If entering a U.S. address, must be exactly 5 or 9 numeric characters.

• Province: Required for Canadian addressesonly.From the dropdown menu, select the province name of the historical addressinformation.

• Country:Required for international addresses only.From the dropdown menu, select the country name of the historical address information.

• Clear: Click to clear all information currently in the data entry fields.

Fields and controls include the following:

• Delete: With theDeletecheckbox corresponding to a selected address history item, click to delete it from the producer's record.

• Save: Click to validate and save changes made on the current page and refresh the page to allow additional updates to the same selected producer record(s).
• Return: Click to open the Producer Manager Home page. Changes will not be saved if you have not clicked theSavebutton first.